Take Five interview with Ronald Long, head of Wells Fargo's new Elder Client Initiatives
Investors took a lot of profit before top rate rose to 23.8%, Obama health care tax took hold
<i>Breakfast with Benjamin:</i> Markets don't buy the Fed chief's words. Plus: More data today, who's going after indie advisers, Apple's Pushmi-pullyu, Icahn's intentions, a headline says it all and the Madness begins.
Practical guide for investors to analyze and identify their housing needs as they age
Four page worksheet for assessing the most appropriate type of CCRC for clients
Two page directory of resources for investors and advisers
Two page worksheet for identifying the appropriate 55+ housing communities for clients
Two page worksheet for assessesing the appropriate 24-hour nursing facility for clients
Eight page glossary of terms re: aging/housing
Two page "In general, don't generalize" guide
14 page checklist for evaluating home safety
Just like in every industry, there is a natural evolution of growth, maturity and then a disruption or tipping point, often caused by technology, that transforms it to take on a different shape and direction.
<i>Breakfast with Benjamin:</i> ICI resists 'Too Big to Fail' label for fund firms plus Crimea chooses Mother Russia and what that means for the markets. And guess what, the Fed is out of ammo, Pimco spins the Mohamed El-Erian departure while Mr. El-Erian opens a Twitter account.
Move is part of CEO Gorman's effort to partner brokerage, investment bank, drive return on equity.
<i>Breakfast with Benjamin:</i> Asian investors spooked by China economic worries, Ukraine. Plus: Japan concerns surface, U.S. stock valuations not horrible, Washington as a Wall Street battleground and look who's worried about the Treasury market.
But declaring 'independence' comes with hefty taxes &ndash; which trusts can help curb.
Fear and greed drive stocks, so the key is not to try to time your exposure to the market but to manage it effectively
As more employers switch to lump sum contributions, clients may miss out on market rallies.
Ruling hinged on the firm's disclosure of revenue-sharing agreements.
